Mayflower Financial Advisors, LLC Portfolio Holdings

Mayflower Financial Advisors, LLC

  • $628 Million
  • Q1 2025

Mayflower Financial Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $628 Million distributed in 388 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.4M, Apple Inc. with a value of $19.2M, Microsoft Corp with a value of $16M, and Ishares Msci Usa Quality Facto with a value of $15.8M.

Examining the 13F form we can see an decrease of $10.6M in the current position value, from $638M to 628M.

Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $628 Million
ETFs: $370 Million
Technology: $70.3 Million
Financial Services: $48.1 Million
Healthcare: $28.1 Million
Consumer Cyclical: $23.8 Million
Industrials: $22.8 Million
Communication Services: $19.9 Million
Consumer Defensive: $19.7 Million
Other: $24.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$449B
$3.12 Million 0.5% of portfolio
26,192
Q1 2025 Added 0.2%
$0
$3 Million 0.48% of portfolio
15,036
Q1 2025 Reduced 0.05%
$0
$3.03 Million 0.48% of portfolio
25,029
Q1 2025 Added 0.66%
$378B
$2.9 Million 0.46% of portfolio
17,010
Q1 2025 Added 0.26%
$0
$2.75 Million 0.44% of portfolio
49,830
Q1 2025 Reduced 27.18%
$0
$2.71 Million 0.43% of portfolio
44,606
Q1 2025 Added 0.4%
$536B
$2.7 Million 0.43% of portfolio
4,926
Q1 2025 Added 5.48%
$0
$2.67 Million 0.42% of portfolio
14,634
Q1 2025 Added 0.32%
$741B
$2.62 Million 0.42% of portfolio
3,173
Q1 2025 Reduced 0.13%
$0
$2.5 Million 0.4% of portfolio
14,449
Q1 2025 Reduced 0.53%
$399B
$2.53 Million 0.4% of portfolio
15,277
Q1 2025 Added 1.09%
$0
$2.46 Million 0.39% of portfolio
20,137
Q1 2025 Added 7.37%
$0
$2.4 Million 0.38% of portfolio
5,122
Q1 2025 Reduced 1.63%
$380B
$2.35 Million 0.37% of portfolio
56,259
Q1 2025 Added 0.07%
$238B
$2.3 Million 0.37% of portfolio
17,327
Q1 2025 Added 0.45%
$9.51B
$2.24 Million 0.36% of portfolio
36,187
Q1 2025 Added 106.5%
$282B
$2.23 Million 0.36% of portfolio
14,066
Q1 2025 Reduced 0.28%
$230B
$2.17 Million 0.35% of portfolio
471
Q1 2025 Added 0.21%
$268B
$2.16 Million 0.34% of portfolio
25,615
Q1 2025 Reduced 9.56%
$292B
$2.13 Million 0.34% of portfolio
4,075
Q1 2025 Reduced 8.08%
$0
$2.11 Million 0.34% of portfolio
6,891
Q1 2025 Added 26.21%
$99.1B
$2.08 Million 0.33% of portfolio
7,856
Q1 2025 Reduced 0.1%
$0
$2.02 Million 0.32% of portfolio
15,054
Q1 2025 Added 4.74%
$215B
$2.02 Million 0.32% of portfolio
15,247
Q1 2025 Reduced 0.74%
$0
$1.98 Million 0.32% of portfolio
35,789
Q1 2025 Reduced 0.19%
$182B
$1.97 Million 0.31% of portfolio
13,122
Q1 2025 Reduced 1.12%
$0
$1.94 Million 0.31% of portfolio
23,777
Q1 2025 Reduced 0.07%
$0
$1.96 Million 0.31% of portfolio
34,067
Q1 2025 Added 7.34%
$375B
$1.89 Million 0.3% of portfolio
5,152
Q1 2025 Reduced 0.33%
$201B
$1.88 Million 0.3% of portfolio
21,000
Q1 2025 Reduced 17.88%
$0
$1.86 Million 0.3% of portfolio
29,933
Q1 2025 Added 0.73%
$0
$1.87 Million 0.3% of portfolio
32,670
Q1 2025 Added 3.8%
$0
$1.83 Million 0.29% of portfolio
23,135
Q1 2025 Reduced 0.44%
$0
$1.85 Million 0.29% of portfolio
15,161
Q1 2025 Reduced 13.02%
$0
$1.85 Million 0.29% of portfolio
22,644
Q1 2025 Added 1.92%
$0
$1.79 Million 0.29% of portfolio
19,349
Q1 2025 Reduced 15.45%
$438B
$1.81 Million 0.29% of portfolio
1,910
Q1 2025 Reduced 0.37%
$264B
$1.75 Million 0.28% of portfolio
7,043
Q1 2025 Reduced 2.49%
$285B
$1.78 Million 0.28% of portfolio
28,921
Q1 2025 Reduced 0.5%
$143B
$1.77 Million 0.28% of portfolio
14,539
Q1 2025 Added 0.16%
$0
$1.72 Million 0.27% of portfolio
68,483
Q1 2025 Added 0.09%
$306B
$1.68 Million 0.27% of portfolio
23,492
Q1 2025 Reduced 2.08%
$150B
$1.64 Million 0.26% of portfolio
4,414
Q1 2025 Added 44.48%
$0
$1.61 Million 0.26% of portfolio
35,087
Q1 2025 New
$215B
$1.58 Million 0.25% of portfolio
5,051
Q1 2025 Added 1.24%
$0
$1.57 Million 0.25% of portfolio
26,842
Q1 2025 Added 1.35%
$78.2B
$1.55 Million 0.25% of portfolio
16,598
Q1 2025 Reduced 1.61%
$0
$1.5 Million 0.24% of portfolio
44,852
Q1 2025 Added 8.19%
$1T
$1.48 Million 0.24% of portfolio
5,729
Q1 2025 Added 7.69%

Summary

  • Portfolio
  • No. of Stocks 388
  • Current Value $628 Million
  • Prior Value $638 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 170 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 155 stocks
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